+247.2%
AMAT vs SBUX
+0.4%
+246.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.3% | +5.6% | +4.9% |
| 7D | -1.5% | -3.1% | +1.6% | 0.0% |
| 30D | -14.8% | -0.9% | -13.9% | -14.5% |
| 3M | -9.3% | +11.6% | -20.9% | -14.4% |
| 6M | +27.4% | +8.8% | +18.6% | +21.0% |
| YTD | +77.6% | +26.3% | +51.3% | +56.0% |
| 1Y | +188.9% | +23.1% | +165.8% | +155.5% |
| 3Y | +202.3% | +15.0% | +187.3% | +170.7% |
| All | +247.2% | +0.4% | +246.8% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling